See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,497 | $150,440+34.6% | $136,294+48.6% | $147,584+37.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.86% | 1049.08%-1035.2pp | 5155.94%-5142.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,195 | $5,256-58.2% | $4,695-53.2% | $4,876-55.0% |
| Participant deferral / active EE | $6,674 | $6,630+0.7% | $6,247+6.8% | $5,439+22.7% |
| Admin fee / account holder | $9,158 | $10,905-16.0% | $9,243-0.9% | $10,885-15.9% |